See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,681 | $197,591-42.0% | $177,821-35.5% | $158,922-27.8% |
| Participation rate | 80.0% | 88.5%-8.5pp | 87.7%-7.7pp | 82.0%-2.0pp |
| Annual return | 9.80% | 58.76%-49.0pp | 48.32%-38.5pp | 302.83%-293.0pp |
| Employer contribution / active EE | $13,474 | $6,697+101.2% | $5,918+127.7% | $4,761+183.0% |
| Participant deferral / active EE | $5,095 | $8,405-39.4% | $7,714-34.0% | $5,982-14.8% |
| Admin fee / account holder | $14,432 | $15,399-6.3% | $12,427+16.1% | $11,246+28.3% |